Joshua E. Meltzer, CPC, QPA, QKA, QPFC, Executive Vice President, Sentinel Benefits & Financial Group
Live on March 31, 2010 from 2:00 p.m.-3:40 p.m. ET

         

Multiple Employer Plans seem to be cropping up more often as the economy is forcing a wave of changes in ownership. What should you do when your client informs you that they have purchased part of another company - or sold part of their company? This webcast will present a detailed overview of Multiple Employer DC plans including both Accidental Multiple Employer plans and those that are designed to be used for more than one employer. You will learn how to identify, document, test, and file 5500 forms for these plans.  We will also review the qualification rules as they pertain to this interesting type of retirement plan.

Attendee Takeaways:
• Learn how to identify multiple employer plans
• Documentation requirements
• Discrimination and Top Heavy testing considerations
• Plan design opportunities
• Administration and recordkeeping traps

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REGISTRATION

Click here to download a Registration Form

Live Webcast (registration deadline: 03/30/2010)     Members $195 Non-Members $295

Recorded Webcast (registration deadline: 03/30/2011) Members $195 Non-Members $295

Registration for Live Webcast Includes:
• One connection to the Live Webcast with the ability to submit questions to the speaker
• Webcast outline and any additional presentation materials
• All questions and answers that were submitted during the Live Webcast

Registration for Recorded Webcast Includes:
• One viewing of the Webcast recording to play anytime before the one year expiration date
• Webcast outline and any additional presentation materials
• All questions and answers that were submitted during the Live Webcast
Recordings are available one week after the live webcast takes place

Methods of Registration
To prevent duplication of payment, please select only one method of registration. Once your registration is processed, you will receive an electronic Registration Confirmation to the e-mail address listed on your registration form.

Online	For credit card payment only. Receive an immediate e-mail Registration Confirmation.
E-mail	E-mail your scanned registration form(s) and credit card information to webcast@asppa.org.
Fax	Fax your scanned registration form(s) and credit card information to 703.516.9308.
Mail	ASPPA – PO Box 34725, Alexandria, VA 22334-0725 For express/overnight deliveries (FedEx, DHL, etc.) send to: ASPPA, 4245 N Fairfax Dr Suite 750, Arlington, VA 22203 Make checks payable to ASPPA

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CONTINUING EDUCATION INFORMATION

ASPPA Members
The webcast is designed to offer registrants 2 ASPPA CPE credits.

Enrolled Retirement Plan Agent (ERPA) 
The webcast is designed to offer registrants 2 ERPA CPE credits after the successful completion of a short seven-question quiz.

Enrolled Actuaries
The webcast is designed to offer registrants 2 JBEA Non-core CE credits for Enrolled Actuaries after the successful completion of a short seven-question quiz. The final decision as to the number and type of JBEA credits rests solely with the Joint Board for the Enrollment of Actuaries.

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GENERAL INFORMATION

Cancellation Policy
All Webcasts are non-refundable. If you have registered for the live Webcast and are unable to attend, please email webcast@asppa.org and request to transfer your registration to the recorded version. This request must be made before the live Webcast takes place.

Webcast Times for Live Show

Eastern Central     Mountain    Pacific

2:00 p.m. - 3:40 p.m. 1:00 p.m. - 2:40 p.m. 12:00 p.m. - 1:40 p.m. 11:00 a.m. - 12:40 p.m.

Disclaimer
The statements and materials presented on ASPPA webcasts are solely the opinions of the speakers and do not represent the opinion or the position of ASPPA. ASPPA assumes no responsibility for the content and materials presented by speakers during the webcast.

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ABOUT THE SPEAKER

Joshua Meltzer is currently the Executive Vice President of Sentinel Benefits & Financial Group. In this position he is responsible for general compliance issues relating to retirement and welfare benefit plans as well as securities. He has been in the benefits administration, compliance, and investment business for more than 25 years. Much of his time is spent helping consultants and sales people assist clients in the design of qualified and non-qualified retirement plans. Before joining Sentinel Benefits & Financial Group,  Joshua was President of International Advisors, Inc., a full service benefits consulting company. He has been is a regular speaker at ASPPA and NIPA functions. Joshua holds the CPC, QPA, QPFC, ERPA, CLU, ChFC, REBC, and RHU designations. In addition, he is a general securities principal.

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QUESTIONS
Registration and General Questions
ASPPA Customer Support
703.516.9300
webcast@asppa.org